Financial Planning Administrator
7 months ago
**Job Title**: Financial Planning Admin
**Industry**: Financial Planning
**Location**:Swansea
**Salary**: £24,000 - £26,000
**Job Reference**:8019
Recruit UK is working on an excellent opportunity for a Financial Planning Admin in Swansea.
Our client is a UK wide Independent Advice firm, who has recently teamed up with a local IFA to provide exceptional service to their clients in West Wales. As they continue to grow and bring on experience Financial Advisers, they are looking to grow their back-office team. You will play an integral part of the planning process and have ample opportunity to develop and grow your skillset.
Duties will include but not limited to:
- Obtain required information from Platforms and Product providers
- Compile meetings packs for the IFA’s
- Post appropriate documentation to clients
- Send Letter of Authority
- Prepare new business packs
- Liaise with clients on behalf of the advisers
- Maintain and update the back office system (Intelligent Office)
**What’s in it for you?**
- Competitive salary of up to £26,000
- Discretionary bonus
- Direct route to Paraplanning (if interested)
- Hybrid working
- 7% pension contribution
- 25 days annual leave + Xmas closure
**Skills and experience required**:
- Experience working in Financial Planning or Financial Services
- Strong administration skills, with client facing experience
- Good written and verbal communication skills
- Ideally experience working closely with Financial Advisers
- May consider Finance graduates
**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Financial Planning Admin.
**Salary**: £24,000.00-£26,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Gym membership
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Profit sharing
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Swansea: reliably commute or plan to relocate before starting work (required)
Work Location: Hybrid remote in Swansea
Reference ID: 8019
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